San Francisco, CA

Premier, global, law firm is seeking a Fund Formation Case Assistant to join the San Francisco Fund Formation team.


Primarily responsible for providing organizational and administrative support to attorneys and paralegals in the Fund Formation Department. Specific duties and responsibilities include, but are not limited to, the following:


Assist with emerging company and venture fund work including:

  • Preparation and maintenance of organizational documents
  • Preparation of partnership and limited liability company agreements
  • Preparation of side letters, transfer agreements, admission agreements and other amendments
  • Conducting investor suitability due diligence
  • Assist with research of Federal and State securities regulations in connection with fund formations
  • Assist with the preparation and filing of requisite notices
  • Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation

Skills and Experience

  • Bachelor’s degree
  • Available to work overtime, as required
  • Excellent oral and written communication skills
  • Strong attention to detail with the ability to manage multiple priorities and track extensive details
  • Ability to establish and maintain good working relationships with personnel and to handle confidential information sensitively and discreetly
  • Proficiency in the Microsoft Office suite, advanced knowledge of Excel preferred

Firm offers a competitive compensation and excellent benefits program. EOE.

Salary: Competitive based on experience
Date Active: 12.21.2021
Exempt/Not Exempt: Non-Exempt